Job Description:

As a critical position within the firm, acts as the primary strategic contact for Fidelity's largest and most valuable custody clients. Develops a detailed understanding of client's business and strategic initiatives to develop a proactive engagement plan that enhances overall relationship and includes positioning of Fidelity solutions and products. Responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative to broader Fidelity enterprise. Consults on industry trends, products, platforms, technology and regulatory matters. Strategically engages with senior leaders within Fidelity.

Job Responsibilities

• Contributes to segment and organizational goals/initiatives.
• Employs a high touch client engagement model.
• Conducts regular client business reviews to discuss and develop the overall Fidelity relationship.
• Drives executive leadership engagement at Fidelity events and keeps firms apprised of topical events/webinars to support staff development and growth.
• Drives asset growth.
• Develops a deep understanding of client business model, evaluating key aspects of their business, and leveraging consulting and discovery tools and best practices to develop the overall relationship.
• Aligns Fidelity and trusted third-party solutions to meet client business needs.
• Manages profitability and key business metrics.
• Utilization of technology to document engagements.
• Proposes and coordinates consulting engagements with Fidelity subject matter experts based on business need.
• Oversees client satisfaction and retention.
• Mitigates risk to Fidelity and our clients.
• Cultivates collaborative relationships with key internal business partners.
• Fosters sharing of best practices across the segment and broader organization.
• Commits to ongoing professional development.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.